2020-06-16T13:30:28-05:00 2019-06-30 990 2018-07-01 362593545 Erikson Institute ERIK 3127552250 451 North LaSalle Street Chicago IL 606544510 Patricia Lawson VP for Finance and Operations & CFO 2020-06-16 2018 2020-09-23 17:36:50Z Patricia Lawson 451 North LaSalle Street Chicago IL 606544510 34402315 false X www.erikson.edu X 1966 IL Erikson Institute is the premier independent institution of higher education committed to ensuring that all children have equitable opportunities to reach their potential. 33 32 304 237 0 0 13270527 14214178 8238206 8896140 2094247 3120194 -1643 17257 23601337 26247769 2625528 2330144 0 0 16036983 15778626 0 0 1034289 7105382 8120314 25767893 26229084 -2166556 18685 87157060 81810430 36357558 33389107 50799502 48421323 Erikson Institute is the premier independent institution of higher education committed to ensuring that all children have equitable opportunities to reach their potential. Recognized for our groundbreaking work in the field of early childhood, we uniquely prepare child development, education, and social work leaders to improve the lives of young children and their families. Our impact and influence is further amplified through our innovative academic programs, applied research, knowledge creation and distribution, direct service, and field-wide advocacy. Because nothing matters more than a child's early years, Erikson Institute educates, inspires, and provides leadership to serve the needs of children and families so that all can achieve optimal education, social, emotional, and physical well-being. false false 10170592 2152139 6321285 ACADEMICS: Through contemporary master's degree, doctoral degree, and graduate certificate programs, Erikson Institute prepares leaders in child development, social work, and early childhood education. We offer the most comprehensive, interdisciplinary understanding of children and families through classes on campus and online. In 2019, Erikson had the largest incoming class in its history with 168 new students; more than 400 students are enrolled across all our graduate education programs. We also offer programs to help professionals who work with children and families hone their skills, learn new techniques, and earn credits to maintain their professional licenses. 7451472 178005 2633768 DIRECT SERVICES: Erikson provides services directly to children and families, as well as consulting and training for the professionals who serve them. Erikson's Center for Children and Families provided intensive mental health services for 660 children and families in the Chicagoland area in 2019, the highest number in the Center's 11-year history. In addition to its main clinic located at Erikson's River North campus, CCF has established three satellite clinics in high-need Chicago neighborhoods. CCF also oversees a broad range, immigration-related trauma initiative, the only one of its kind in the state. In partnership with the Illinois Department of Children and Family Services, Erikson conducts assessments of the state's most at-risk children and families referred to the child welfare system, assures referrals for Early Intervention and mental health services, and trains child welfare professionals across the state. Erikson's Fussy Baby Network served over 1,000 families in Cook County in 2019, providing home visits, group sessions and phone support for parents and caregivers with concerns about their infant's crying, sleeping or eating patterns. 3470087 0 0 RESEARCH, POLICY & LEADERSHIP: Erikson conducts research that bridges theory and practice, generating new knowledge that invigorates our academic courses, services, and programs, and improves life for children and families in Chicago and throughout the nation. Research areas include early childhood math, social emotional learning, literacy, home based childcare, home visiting programs, and technology and media for children and families. Using evidenced-based research, Erikson's Early Childhood Leadership Academy provides early childhood and civic leaders with content knowledge to make the most informed decisions about policy setting and resource allocation. Participants have included some of the state's leading policymakers and community stakeholders, with over 100 alumni since its founding in 2016. Erikson's Community Data Initiatives help translate data for community planning, policy development, and early childhood resource allocation. In 2019, Erikson produced the Illinois Risk and Reach Report, which analyzes and translates data indicators in the areas of family stability, health and early care and education that affect the wellbeing of young children and how Illinois is allocating resources to mitigate "risk" factors undermining child development. 21092151 true true false true false false false false true true true false false true true true false true false true false false false true false false true true true true false false false false false false false true true false true false false false false false false false false true 96 0 true 304 true false false false false false true true true false false false false false X 33 32 true false false false false false false true true false false true true true true true true true false false IL X X Patricia Lawson 3127552250 451 N LaSalle Street Chicago IL 606544510 John L Hines Board Chair 3.0 X X 0 0 0 Eric Adelstein Board Secretary 3.0 X X 0 0 0 Edward S Loeb Treasurer 3.0 X X 0 0 0 Kate Neisser Trustee 1.0 X 0 0 0 Sara Crown Star Trustee 1.0 X 0 0 0 Eve M Tyree Trustee 1.0 X 0 0 0 Sabrina Gracias Trustee 1.0 X 0 0 0 Ikram Goldman Trustee 1.0 X 0 0 0 Mitchell J Lederer Trustee 1.0 X 0 0 0 Judy McCaskey Trustee 1.0 X 0 0 0 Catherine M Adduci Trustee 1.0 X 0 0 0 Adrienne E White Trustee 1.0 X 0 0 0 Sarah Manglesdorf Trustee 1.0 X 0 0 0 Clare Pinkert Trustee 1.0 X 0 0 0 Sandra Perez Sterling Trustee 1.0 X 0 0 0 Diane Goldstick Meagher Trustee 1.0 X 0 0 0 Jenni Sorenson Trustee 1.0 X 0 0 0 Steve Gradman Trustee 1.0 X 0 0 0 Michelle L Collins Trustee 1.0 X 0 0 0 Ashley Netzky Trustee 1.0 X 0 0 0 Lewis S Ingall Trustee 1.0 X 0 0 0 Susan Stone Trustee 1.0 X 0 0 0 A Kyle Mack Trustee 1.0 X 0 0 0 Lori Laser Trustee 1.0 X 0 0 0 Kathy Richland Pick Trustee 1.0 X 0 0 0 Shirley Madigan Trustee 1.0 X 0 0 0 Cari B Sacks Trustee 1.0 X 0 0 0 Neil Kawashima Trustee 1.0 X 0 0 0 Brian Parsonnet Trustee 1.0 X 0 0 0 Dianne Wasieleski Trustee 1.0 X 0 0 0 Susan J Wislow Trustee 1.0 X 0 0 0 Joy Segal Trustee 1.0 X 0 0 0 Bowman T Barbara Trustee 40.0 X 111349 0 13108 Elenne Song Board Vice Chair 3.0 X 0 0 0 Geoffrey Nagle President 40.0 X 380500 0 73615 Patricia Lawson VP for Finance & Operations, Chief Financial Officer 40.0 X 207719 0 37604 Jie-Qi Chen SR VP & DEAN OF FACULTY 40.0 X 219130 0 60552 Cheryl Mendelson V P of Institutional Advancement and Chief Marketing Officer 40.0 X 252476 0 21762 Linda Gilkerson Professor 40.0 X 133989 0 35579 Gillian McNamee Professor 40.0 X 137150 0 45210 Jonathan Frank Chief Information Officer 40.0 X 150647 0 71717 Charles Chang VP of Institutional effectiveness and planning 40.0 X 140906 0 64126 Walter Donohue Dean of Distance Learning and Continuing Education 40.0 X 128690 0 45861 1862556 0 469134 15 true true false 111ORD LLC PO Box 776132 CHICAGO IL 606776132 BUILDING MANAGEMENT 488312 SRI INTERNATIONAL PO BOX 2767 MENLO PARK CA 94025 PROJECT RESEARCH 243446 PIVOT DESIGN INC 321 N Clark CHICAGO IL 60654 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341069 79590302 10520212 0.9537 X Schedule A, Part II, Line 10 Other Income DESCRIPTION - , COLUMN A - 87883.0, COLUMN B - 73374.0, COLUMN C - 56631.0, COLUMN D - 64268.0, COLUMN E - 58913.0, COLUMN F - 341069.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 47069141 1000000 2152036 7071108 43150069 45598656 0 3997496 0 2527011 0 47069141 39204944 4121500 5247616 0 2975404 0 45598656 43965581 70600 -2091187 0 2740050 0 39204944 44408582 319444 1417515 0 2179960 0 43965581 0.39 0.5 0.11 false false 2692677 2692677 27299163 7710513 19588650 4142765 4061284 81481 766080 326030 440050 22802858 Private Equity and Hedge Funds 13359184 F 13359184 Interest Rate Swap Agreement 5500230 Deferred Compensation plan payable 831767 6331997 X 22944625 -448672 8929 -439743 23384368 497744 2365657 2863401 26247769 23885154 0 0 23885154 2343930 2343930 26229084 Schedule D, Part V, Line 4 Intended uses of endowment funds The Board of Trustees has designated certain amounts of unrestricted revenues to be classified as funds functioning as endowment. The income on these funds will be used to support ongoing operations. As of June 30, 2019, these funds were established for the following purposes: Facilities $4,972,687, General Operations $11,918,463, Scholarships $161,734. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The accounting standard on accounting for uncertainty in income taxes addresses the determination of whether tax benefits claimed or expected to be claimed on a tax return should be recorded in the financial statements. Under this guidance, the Institute may recognize the tax benefit from an uncertain tax position only if it is more likely than not that the tax position will be sustained on examination by taxing authorities, based on the technical merits of the position. Examples of tax positions include the tax-exempt status of the Institute and various positions related to the potential sources of unrelated business taxable income. The tax benefits recognized in the financial statements from such a position are measured based on the largest benefit that has a greater than 50 percent likelihood of being realized upon ultimate settlement. There were no unrecognized tax benefits identified or recorded as liabilities during the periods covered by these financial statements. The Institute files Forms 990 in the U.S. federal jurisdiction and the State of Illinois. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Loss from Annual Luncheon - 122107 Net Investment gains - -113178 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements Interest income - 21727 Other luncheon expenses - 191791 Scholarships - 2152139 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements Direct Luncheon expenses - 191792 Scholarships - 2152138 true true true true true true true false false false false false false false true false true Schedule E, Part I, Line 3 RACIALLY NONDISCRIMINATORY POLICY The policy is made available in both employee and student handbooks, as well as on the organization's website and in promotional materials used at recruiting events. Schedule E, Part I, Line 6(a) FINANCIAL AID OR ASSISTANCE FROM A GOVERNMENT We receive U.S. Department of Education Federal Direct Student Loans and other governmental assistance. Central America and the Caribbean 0 0 Investments N/A 11021888 East Asia and the Pacific 0 0 Program Services PROFESSIONAL DEVELOPMENT 34483 0 0 0 0 0 0 11056371 0 11056371 true false true true true false ANNUAL LUNCHEON 1428450 1358766 69684 71687 35685 34000 50418 0 0 1428450 1358766 69684 71687 35685 34000 50418 191790 -122106 true SRI INTERNATIONAL 333 RAVENSWOOD AVENUE MENLO PARK CA 94025 138921 EARLY MATH RESEARCH CHAPIN HALL CENTER FOR CHILDREN 1313 E 60TH STREET CHICAGO IL 60637 17543 EVALUATION AND ANALYSIS OF ERIKSON'S FUSSY BABY NETWORK PROGRAM CONCORD EVALUATION GROUP PO BOX 1025 CONCORD MA 017421205 13105 EVALUATION COLLABORATIVE MATH OUNCE OF PREVENTION FUND 33 W MONROE STREET CHICAGO IL 60603 8436 MAAM SUPPORT COACHES 3 1 Student Scholarships 363 2152139 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. Scholarship funds can be used for tuition, books and living expenses. In general they are applied first to tuition and balances sent to students. It is reviewed every school term and is monitored in compliance with student aid protocols. All payments are monitored and approved by Student Services and Finance before payment is applied or paid to the student. All students receiving scholarships have been selected on a non-discretionary basis. The student loan program is audited every year in compliance with federal single audit standards X X X false false false false false false false false false Geoffrey Nagle President 355500 0 25000 0 0 0 18500 0 55115 0 454115 0 0 0 Patricia Lawson VP for Finance & Operations, Chief Financial Officer 207719 0 0 0 0 0 14690 0 22914 0 245323 0 0 0 Jie-Qi Chen SR VP & DEAN OF FACULTY 219130 0 0 0 0 0 16100 0 44452 0 279682 0 0 0 Cheryl Mendelson V P of Institutional Advancement and Chief Marketing Officer 252476 0 0 0 0 0 17850 0 3912 0 274238 0 0 0 Linda Gilkerson Professor 133989 0 0 0 0 0 9921 0 25658 0 169568 0 0 0 Gillian McNamee Professor 137150 0 0 0 0 0 10160 0 35050 0 182360 0 0 0 Jonathan Frank Chief Information Officer 150647 0 0 0 0 0 11620 0 60097 0 222364 0 0 0 Charles Chang VP of Institutional effectiveness and planning 137906 0 3000 0 0 0 10240 0 53886 0 205032 0 0 0 Walter Donohue Dean of Distance Learning and Continuing Education 128690 0 0 0 0 0 9489 0 36372 0 174551 0 0 0 A Illinois Finance Authority 861091967 000000000 2017-06-29 30500000 Refund prior issue (12/12/07) false false false A 5500000 30872000 372000 30500000 2009 true false true true A 0.0 A false false true true true true The Northern Trust 20.4 false false false false false A true Schedule K, Part IV, Line 2c (a) Issuer Name: Illinois Finance Authority (a) Issuer Name: Illinois Finance Authority Date the Rebate Computation was Performed: 06/29/2017 Note regarding the rebate computation: Since the bond proceeds have been spent, a spending exception was met, and the debt service fund was operated on a bona fide basis, no further rebate calculations are necessary. Schedule K, Part IV, Line 2c COLUMN A Issuer name: Illinois Finance Authority The calculation for computing no rebate due was performed on 09/14/2017 Steven Gradman Trustee 23022 Compensation to a family member, terminated 11/2018 false Barbara Bowman Co-founder and Salaried Board member 111349 Reportable compensation false X 10 478325 Market value 0 false true false Schedule M, Part I Explanations of reporting method for number of contributions Securities - Publicly traded - Number of contributors of stock. Form 990, Part VI, Line 2 Family/business relationships amongst interested persons Mitchell Lederer and Cari Sacks - Business relationship, John Hines, Eric Adelstein, Lori Laser - Business relationship, Sabrina Gracias and Kate Neisser - Business relationship Form 990, Part VI, Line 11b Review of form 990 by governing body Form 990 was reviewed by the President, Chief Financial Officer and members of the Audit Committee. Lastly it was distributed to Erikson's board members before it was filed with the IRS. Form 990, Part VI, Line 12c Conflict of interest policy All Trustees, Officers and Key employees are required to complete Erikson's Conflict of Interest policy on an annual basis and must disclosure all interests and relationships that may hold potential for raising conflict issues on the annual disclosure statement. The Chairperson of the Trusteeship Committee reviews disclosure statements and communicates all potential conflicts with the Board Chair. If a potential for conflict is found to exist, the Trusteeship Committee will prepare a written recommendation for the Executive Committee on how best to minimize the effect of the conflict upon the activities of the Institute and the trustee, officer or key employee affected. The Executive Committee will make a final, written determination as to the handling of the conflict issue. Form 990, Part VI, Line 15a Process to establish compensation of top management official The Executive Committee is charged with recommending to the board the President's compensation, including salary and benefits. The Executive Committee reviews a compensation survey of similar positions at educational institutions comparable to Erikson, located within the general metropolitan area. The President reviews the compensation of officers and key employees of Erikson. These reviews are conducted annually. Form 990, Part VI, Line 19 Required documents available to the public Erikson Institute makes its governing documents, conflict of interest policy and tax returns available for public inspection upon written request. This inspection takes place at its corporate offices at 451 N LaSalle Street, Chicago, IL. Form 990, Part VII, Section A, Line 1a, Column (D) Compensation of Officers, Directors, Trustee Reportable compensation for Barbara T. Bowman represents income earned as a Professor and not as a Trustee of the Organization. Form 990, Part VIII, Line 11d Other Miscellaneous Revenue - Total Revenue: 58913, Related or Exempt Function Revenue: 58913, Unrelated Business Revenue: , Revenue Excluded from Tax Under Sections 512, 513, or 514: ; Form 990, Part XI, Line 9 Other changes in net assets or fund balances Interest rate swap fair value adjustment - -1550828; Loss from Luncheon - 122106; Interest income - -21726; Schedule K, Part IV, Line 2c Supplemental Information on Tax-Exempt Bonds (A) ISSUER NAME: ILLINOIS FINANCE AUTHORITY DATE THE REBATE COMPUTATION WAS PERFORMED: 06/29/2017 NOTE REGARDING THE REBATE COMPUTATION: SINCE THE BOND PROCEEDS HAVE BEEN SPENT, A SPENDING EXCEPTION WAS MET, AND THE DEBT SERVICE FUND WAS OPERATED ON A BONA FIDE BASIS, NO FURTHER REBATE CALCULATIONS ARE NECESSARY. Schedule K, Part IV, Line 2c Arbitrage ISSUER NAME: ILLINOIS FINANCE AUTHORITY THE CALCULATION FOR COMPUTING NO REBATE DUE WAS PERFORMED ON 09/14/2017 Schedule M, Part I EXPLANATIONS OF REPORTING METHOD FOR NUMBER OF CONTRIBUTIONS SECURITIES - PUBLICLY TRADED - NUMBER OF CONTRIBUTORS OF STOCK.